字节豆包要上春晚了

华尔街见闻2025-12-23

作者 | 王小娟编辑 | 黄昱十亿观众规模的春晚，正从移动互联网时代的流量放大器演变为AI时代的技术试金石。2026年，字节似乎想要接棒宇树，成为新一年站在C位的企业。 12月23日，字节跳动旗下火山引擎将成为2026年中央广播电视总台春晚独家AI云合作伙伴，字节跳动旗下的智能助手豆包也将配合上线多种互动玩法。字节此次以火山引擎和豆包的组合出战春晚，也正值互联网大厂们狂卷AI之际。对于字节...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2593844490?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-23 19:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2593844490","market":"other","top_or_hot":-1,"title":"字节豆包要上春晚了","media":"华尔街见闻","content":"<div>\n<p>作者 | 王小娟\n编辑 | 黄昱\n十亿观众规模的春晚，正从移动互联网时代的流量放大器演变为AI时代的技术试金石。2026年，字节似乎想要接棒宇树，成为新一年站在C位的企业。\n12月23日，字节跳动旗下火山引擎将成为2026年中央广播电视总台春晚独家AI云合作伙伴，字节跳动旗下的智能助手豆包也将配合上线多种互动玩法。\n字节此次以火山引擎和豆包的组合出战春晚，也正值互联网大厂们狂卷AI之际。对于字节...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761923\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>字节豆包要上春晚了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n字节豆包要上春晚了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-23 19:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761923><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 王小娟\n编辑 | 黄昱\n十亿观众规模的春晚，正从移动互联网时代的流量放大器演变为AI时代的技术试金石。2026年，字节似乎想要接棒宇树，成为新一年站在C位的企业。\n12月23日，字节跳动旗下火山引擎将成为2026年中央广播电视总台春晚独家AI云合作伙伴，字节跳动旗下的智能助手豆包也将配合上线多种互动玩法。\n字节此次以火山引擎和豆包的组合出战春晚，也正值互联网大厂们狂卷AI之际。对于字节...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761923\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0979878070.USD","symbol_name":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3761923","article_id":"2593844490","we_media_id":"1084101182","thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3761923","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2593844490","pubTimestamp":1766490881,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"AI to C产品加速全民化。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4502":"阿里概念","BK4558":"双十一","BK4587":"ChatGPT概念","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4535":"淡马锡持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4504":"桥水持仓","BK4538":"云计算","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4614":"Manus概念股","AI":"C3.ai, Inc.","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4548":"巴美列捷福持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4565":"NFT概念","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4524":"宅经济概念","LU1046421795.USD":"富达环球科技A-ACC","BK4220":"综合零售","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4527":"明星科技股","BK4526":"热门中概股","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4534":"瑞士信贷持仓","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","BK4585":"ETF&股票定投概念","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","BK4503":"景林资产持仓","LU1051768304.USD":"贝莱德新兴市场股票收益A6"},"translate_title":"Byte Doubao is going to the Spring Festival Gala","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.9},"content_text":"作者 | 王小娟\n编辑 | 黄昱\n十亿观众规模的春晚，正从移动互联网时代的流量放大器演变为AI时代的技术试金石。2026年，字节似乎想要接棒宇树，成为新一年站在C位的企业。\n12月23日，字节跳动旗下火山引擎将成为2026年中央广播电视总台春晚独家AI云合作伙伴，字节跳动旗下的智能助手豆包也将配合上线多种互动玩法。\n字节此次以火山引擎和豆包的组合出战春晚，也正值互联网大厂们狂卷AI之际。对于字节而言，这一合作，既是对于火山引擎技术的验证，又能将自家AI to C产品豆包推向更多用户。\n最近，火山引擎宣布豆包大模型日均token使用量突破50万亿，较去年同期增长超过10倍。在过去的一年，豆包大模型实现弯道超车，火山引擎也成为中国公有云领域份额第一的公司。\n豆包作为比较早直接面向C端的AI产品，已经积累了不少用户。根据QuestMobile发布的2025年三季度AI应用行业报告，豆包以1.72亿月活用户登顶榜首，力压Deepseek的1.44亿月活。\n而在火山引擎成为春晚独家AI云合作伙伴之前一年，2025年春晚，AI技术已初露锋芒。阿里云作为云计算AI独家合作伙伴，利用AI技术实现了“子弹时间”等多种视觉效果。\n在C端，阿里今年后半年也格外努力。11月以来更是全面进军AI to C市场。官方数据显示，千问在公测23天时月活跃用户数（含APP、Web、PC端）突破3000万，成为全球增长最快的AI应用。\n毕竟随着AI技术逐渐成熟，互联网大厂的竞争焦点已从模型转向抢占入口。春晚这一国民级舞台自然成为兵家必争之地如今，被行业视为中国AI领域的竞争赛点选手的字节和阿里，拿下春晚也是赛点选手的关键竞争。\n回顾2015年以来的春晚合作史，合作内容的变迁，反映了互联网行业热点的变化。\n从支付的兴起，到短视频的繁荣，再到如今AI技术的普及，每一个阶段都能在春晚舞台上找到对应的身影。\n2015年，微信与央视春晚达成合作，用户通过“摇一摇”抢红包，微信官方数据显示，除夕当天微信用户互动总量达110亿次，微信钱包绑卡用户突破2亿。\n这一战役被阿里创始人马云称为“珍珠港偷袭计划”，也奠定了微信在移动支付领域的地位。随后两年，支付宝连续成为央视春晚的独家互动平台，“集五福”成为热门话题。2018年，淘宝与春晚合作，发放总额超过10亿元的现金红包。\n支付过后，抖音登台，宣布短视频时代的竞争。\n2019年，抖音作为独家社交媒体传播平台与央视联合发起“幸福又一年”新媒体行动，相关视频播放总量达247亿次。这场合作发生在短视频行业竞争白热化阶段，抖音借助春晚实现了用户量的大幅增长。\n两年后的2021年，抖音再次登上春晚舞台，这次的身份是“独家红包互动合作伙伴”，在除夕当晚发放12亿元红包。这既是抖音对自身支付体系的推广，也是其巩固流量的方式。\n如今辗转几年，在AI竞争异常激烈的当下，AI正在成为春晚赞助的“主角”。\n随着春晚的加持，AI to C产品有望成为像支付时代的微信、支付宝，短视频时代的抖音等，出现国民级产品。\n其实，在2025年春节，AI助手已显现出全民化趋势，DeepSeek的横空出世，成为春节期间最大的话题。2026年春晚，可能成为AI助手普及的转折点。但前提是，AI互动必须足够简单、有趣且有价值，能够吸引不同年龄层的用户参与。\n火山引擎和豆包在春晚的表现，将是观察AI技术成熟度的重要窗口。如果能够顺利承接春晚级别的流量冲击，并提供良好的用户体验，将大大加速AI技术的普及进程。\n接下来，热闹是字节的，挑战也是字节的。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593844490","isCrawlerRequest":true}